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Equibles

Cornerstone Planning Group LLC

Position in NTRS — Northern Trust Corp

CIK 1822587 FAIRFIELD, NJ
Back to NTRS Full portfolio

Position in NTRS

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$9,213
+$1,398 QoQ
Shares Held
53
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#920
of 1,022 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NTRS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. NTRS ranks #20 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 515 $236,261
2 BLK
BlackRock, Inc.
 132 $126,925
3 KKR
KKR & Co. Inc.
 1,032 $94,716
4 EQH
Equitable Holdings, Inc.
 1,693 $74,288
5 APO
Apollo Global Management, Inc.
 594 $70,276
6 EOS
Eaton Vance Enhanced Equity Income Fund II
 2,751 $60,632
7 RJF
Raymond James Financial Inc
 314 $47,737
8 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 3,729 $43,778

All Filings in NTRS

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,213 53
2026-03-31 $7,815 56
2025-12-31 $3,278 24
2025-09-30 $150,088 14,600
2025-06-30 $2,662 21
2025-03-31 $1,479 15
2024-12-31 $410 4
2024-09-30 $360 4
2024-06-30 $335 4
2024-03-31 $355 4
2023-12-31 $253 3
2023-09-30 $208 3
2022-12-31 $8,406 95